Overview
Second CRM is a powerful platform that empowers growing businesses to manage sales, service, and daily workflows with ease. Although integrations are fewer than top CRMs, it beautifully unifies all customer interactions seamlessly. With its user-friendly design and automation features, teams can work smarter and deliver more consistent customer experiences.
Overall Rating
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Starting Price
Custom
Second CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Second CRM?
Second CRM software is a cloud-based solution designed to help small to mid-sized businesses organize customer data, automate service tasks, and stay on top of every deal. Its ticketing system keeps support teams efficient, while calendar and task tools reduce missed follow-ups. Whether you're aiming for faster response times or cleaner pipelines, Second CRM brings uniformity to the process, making it ideal for businesses ready to grow without getting buried in spreadsheets and scattered communication.
Second CRM Pricing
Disclaimer: The pricing is subject to change.
Second CRM Integrations
The software offers smooth integration with multiple apps, including:
- Google Workspace Software
- Microsoft Office 365
- QuickBooks
- Xero
- Mailchimp Software
- ActiveCampaign Software
- InvoiceNow
Who Is Second CRM For?
Second CRM features tools that are suitable for a wide range of industries, including:
- Insurance
- Investment management
- Higher education
- Retail and e-commerce
- Manufacturing and distribution
- Property management
- Specialized clinics
Is Second CRM Right For You?
Second CRM is the perfect fit for businesses seeking customizable workflows, industry-ready solutions, and affordable automation. Its standout modular design lets you scale features as your business grows, from basic automation to advanced sales and service tools. Second CRM was honored as the Malaysian Top E-Commerce Service Provider in the CRM Service Category in 2019. If you want enterprise-level capabilities without the complexity or high cost, Second CRM delivers value, flexibility, and proven results all in one platform.
Still doubtful if Second CRM is the right fit? Call our support team at (661) 384-7070 for professional guidance.
Second CRM Features
Gain complete visibility into every customer with centralized access to contacts, emails, calls, notes, documents, and scheduled tasks. A task dashboard keeps priorities in check, sending timely reminders, so customer requests never fall through the cracks or get delayed.
Easily capture leads from websites, emails, chats, or campaigns and use scoring and round-robin tools to assign them fairly. Monitor progress, measure individual sales contributions, and push performance higher with insights that help convert quality leads into solid opportunities.
Manage support tickets from email, chat, or portal with agent assignments and all relevant context attached. Set service-level agreements, define automated alerts, and track expiring service contracts, all while improving issue resolution times and ensuring customers remain well-informed.
Handle quotes, invoices, and payments from one place with built-in templates and multi-currency support. Integrated with QuickBooks and Xero, the system syncs products, customers, and transactions, saving time and eliminating errors during financial reconciliation and payment processing.
Monitor sales goals and performance across the team using real-time dashboards. Generate scheduled reports to track progress, share results with stakeholders, and identify high-performing products or sales reps, keeping your sales team motivated and leadership informed on revenue growth.
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